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Trust And Estate Tax Return-converted

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Trust And Estate Tax Return
418 E 71st St, suite 367
New York, NY 10021
212-335-0682
http://www.mclancpa.com
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Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to
achieve future goals. This requires open communication to reach an understanding of our clients' needs through
research and sound analysis. McLan Accounting Services LLC is dedicated to meeting these goals with high
standards of excellence and professionalism.
Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and
to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that
your loved ones don't have any complications to deal with during a time of loss. Effective estate and trust planning
can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.
McLan Accounting Services LLC's role is to help you navigate the complex and shifting tax laws to facilitate the
transfer of assets and minimize the tax liability of your beneficiaries.
When you receive some extra money it may be difficult to determine whether you should invest the funds or use
them to retire debt. Financial theory recommends that if your after-tax return on investments is greater than your
after-tax cost of debt then you should invest. However, remember to consider the inherent riskiness of the
investment you select (i.e. you may lose the money you invest yet still have obligations to pay back the liability).
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